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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
BTIM
1676
BancFirst Trust & Investment Management
Oklahoma
$417K – – –
AUB
1677
Atlantic Union Bankshares
Virginia
$417K +$73K +200 +19%
WOSD
1678
WFA of San Diego
California
$415K -$99.3K -272 -18%
LIA
1679
LS Investment Advisors
Michigan
$414K – – –
RWM
1680
Refined Wealth Management
Utah
$414K – – –
SAM
1681
Silvercrest Asset Management
New York
$414K +$25.6K +70 +6%
SAM
1682
Seelaus Asset Management
New Jersey
$411K +$46.8K +128 +11%
FA
1683
Financial Advisors
Massachusetts
$410K -$161K -441 -26%
WCM
1684
Wealthcare Capital Management
Virginia
$410K +$15.7K +43 +4%
PO
1685
Private Ocean
California
$408K – – –
RWA
1686
Redhawk Wealth Advisors
Minnesota
$407K +$2.92K +8 +0.6%
TSA
1687
Tri-Star Advisors
Texas
$406K +$2.19K +6 +0.5%
NCM
1688
Novare Capital Management
North Carolina
$406K +$451K +1,236 New
CC
1689
Copperleaf Capital
North Carolina
$405K +$6.57K +18 +1%
NA
1690
Nottingham Advisors
New York
$404K -$48.2K -132 -10%
CAP
1691
Columbia Advisory Partners
Washington
$403K -$4.02K -11 -0.9%
EGA
1692
Eagle Global Advisors
Texas
$401K -$73K -200 -14%
SFG
1693
Steward Financial Group
Texas
$401K +$1.83K +5 +0.4%
NAM
1694
NorthCrest Asset Manangement
Minnesota
$399K – – –
WHG
1695
Westwood Holdings Group
Texas
$397K -$16.4K -45 -4%
SS
1696
Sunbelt Securities
Texas
$397K +$204K +559 +86%
NFP
1697
Narus Financial Partners
Utah
$396K +$214K +585 +94%
SW
1698
Simplicity Wealth
New Jersey
$395K +$439K +1,203 New
IC
1699
Inscription Capital
Texas
$394K -$196K -538 -31%
CC
1700
Capital Counsel
New York
$394K – – –
66 67
68
69 70